How To Setup/Add Team Members
Last updated
Last updated
Login to your account via https://crm-pipeline.kuasa.io/.
Click CRM Pipeline.
Click on Settings.
Click My Team & Group.
Click Add Team.
After entering the required information, click Add New to save it all.
Full Name -> Team member's full name
Email Address -> Team member's email
Set Password -> Enter the password for the team member's account
User Role -> Select team member position (Admin/Team Sales/etc.)
Assign Device -> Number of devices to be given to team members for Blasting use
Set Access -> Choose which Authority to give access to team members
Congratulations! Your team member has been added successfully!